ALLIUM FINANCIAL ADVISORS, LLC
About ALLIUM FINANCIAL ADVISORS, LLC
ALLIUM FINANCIAL ADVISORS, LLC is a Lake Oswego, Oregon based financial advisory firm with nearly $638,921,337 in assets under management and provides investment advisory services for 680 clients. There are currently 10 financial advisors at the firm.
288462
801-110536
$638,921,337
680
10
4
Approved since May 16, 2017
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services
A percentage of AUM, Hourly charges, Fixed fees
Clients by Type
| Client Type | Clients | Assets Under Management |
|---|---|---|
| Individuals (other than high net worth) | 37 | $19,020,157 |
| High net worth individuals | 126 | $595,508,327 |
| Charitable organizations | 3 | $20,735,838 |
| Corporations or other businesses | 2 | $3,657,015 |
Find & Compare Top Financial Advisors in your area
A better way to find the right financial advisor
Are you a Financial Advisor in Oregon?
Active investors submitted requests in your area. Do you qualify to be in our network and get matched?
